i got drunk this weekend because of bryan johnson...

Summary

Thread Guy reacts to a Ray Dalio birthday clip to argue that the health-optimization podcast era has topped, with Brian Johnson as the cultural peak. He sees a coming reversal toward 'Lindy' vice consumption such as wine and tobacco. He says public alcohol stocks are down badly and likely at a cultural bottom, naming Budweiser Brewing, Heineken, Constellation Brands, and Brown-Forman as watch setups. He also flags Philip Morris as a Lindy tobacco name.

• Thread Guy reacts to Ray Dalio's 77th birthday clip and says 'IRL is back.'
• He argues the health-optimization/self-optimization podcast trend has topped, with Brian Johnson as the extreme peak.
• He claims wine, tobacco, and other vice consumption are culturally embedded and Lindy.
• He sees public alcohol stocks as down bad and at a cultural bottom.
• He names Budweiser Brewing, Heineken, Constellation Brands, and Brown-Forman as alcohol bottom watch names.
• He separately flags Philip Morris as a Lindy tobacco/vice name.
• He identifies STZ as the best US expression of long alcohol because 91% of sales are beer and it owns Modelo, Corona, and Pacifico.